General Tasks
- Download and save appropriate documents
- Check documents against requirements
- Categorise files into folders
- Generate system documentation
- Liaise with Advisers & Providers to obtain the required information
- Update CRM tools
- Complete ad-hoc paperwork
- Answer the phone and pass on messages
Requirements
- Comfortable using back-office systems
- Able to collate and process information within time frames
- Able to communicate clearly and professionally
- Looking to start a career in financial services
If you are looking for a company with an amazing culture and great progression opportunity, then this is the role for you! Please send me your CV to (url removed) or apply here.